My current financial planner - do I stay or leave?

To understand whether your financial planning needs are being met, give yourself honest answers to the following questions, with "yes," "sometimes," or "no":

• Am I confident the financial or investment advice I get is more for my benefit than my advisor's?
• Do I know the costs are competitive? Do I feel comfortable discussing fees with the advisor?
• Does my advisor have sophisticated, unbiased tools to assist me?
• Am I taken seriously, treated with respect? Do I feel important?
• Is the advisor a good fit with me and my net worth?
• Is my net worth too small, too big, or just right for the relationship?
• Has my experience with the planner shown me s/he cares about what is important to me, as well as how much money s/he manages?
• Do I understand the reports I receive?
• Am I invited to meetings, or do I have to beg for a review appointment?
• Does the advisor give me a benchmark to evaluate his or her work?
• Does the advisor have a succession plan to care for me, if something happens to him/her?

If you answered "yes" to these questions, congratulations - you have a successful partnership with your current financial planning team.

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